Financial Advisor

A well-established, full-service wealth advisory firm located in Bellevue, WA., is seeking a dedicated and experienced Financial Advisor to join its team. The ideal candidate will provide clients with personalized financial planning and investment management services, helping them achieve their financial goals. Responsibilities include conducting financial assessments, developing tailored strategies, and maintaining long-term client relationships. This role offers the opportunity to work with a company committed to providing comprehensive financial solutions and exceptional client service.What You'll DoProvide clients with personalized financial planning and investment management services. Conducting financial assessments, developing tailored strategies, and maintaining long-term client relationships. Meeting with clients to understand their financial goals. Reviewing clients' financial status and discussing strategies to achieve their objectives. Conducting initial consultations with potential new clients. Creating and updating comprehensive financial plans, including investment strategies, retirement planning, tax planning, and estate planning. Monitoring and managing client investment portfolios. Making adjustments based on market conditions and client needs. Conducting performance reviews of clients' investments. Keeping up-to-date with financial markets, economic trends, and new financial products. Analyzing market data to inform investment decisions and strategies. Regularly communicating with clients through phone calls, emails, or in-person meetings. Updating clients on their portfolio performance and any recommended changes. Addressing client inquiries and concerns promptly. Ensuring all financial advice and activities comply with relevant laws, regulations, and ethical standards. Maintaining accurate and detailed records for compliance purposes. Maintaining professional certifications and licenses. Handling paperwork, updating records, and managing schedules. Coordinating with other team members and departments for seamless operations. Building and maintaining relationships with clients, potential clients, and other professionals, such as accountants and lawyers. Attending networking events and industry conferences to generate referrals and grow their business. Educating clients on financial concepts, investment options, and risk management. Providing resources and tools to help clients make informed financial decisions. What You NeedBachelor's Degree in Business or related field (preferred, but not required)Series 65. Life and Health License (WA, preferred but not required). Strong computer skills (MS Office Suite, Database/CRM). Planning softwareSalary & BenefitsCompetitive salary. $75,000 + Amazing uncapped commissions This is a full-time, long-term position. The position is immediately available. Periodic evening and weekend clients. On-Site (Bellevue, WA)Medical/Dental/Vision Program401K with profit sharingAmazing uncapped commissionsThe next step will take you to an application form that requires you to answer some questions and upload your resume. Please answer completely so that we can get to know you better.PI247304491